XML Financial’s Palantir PLTR Stock Holding History

XML Financial’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Sell	8,678 -1,763	-17%	-$240K	0.07%	186
2026 Q1	$1.53M	Buy	10,441 +2,873	+38%	+$439K	0.12%	148
2025 Q4	$1.35M	Buy	7,568 +576	+8%	+$104K	0.11%	153
2025 Q3	$1.28M	Sell	6,992 -1,549	-18%	-$251K	0.1%	159
2025 Q2	$1.16M	Buy	8,541 +3,566	+72%	+$418K	0.1%	167
2025 Q1	$420K	Sell	4,975 -2,122	-30%	-$186K	0.04%	245
2024 Q4	$537K	Buy	7,097 +500	+8%	+$29.1K	0.05%	221
2024 Q3	$245K	Buy	+6,597	New	+$202K	0.02%	305

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

XML Financial's PLTR Position: Q2 2026 in Review

XML Financial reduced its Palantir (PLTR) stake by 17% in Q2 2026, selling an estimated $240K and leaving 8,678 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #186.

XML Financial first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q1 2026. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

XML Financial held 8,678 shares of Palantir worth $1.01M as of Q2 2026.
XML Financial sold 1,763 Palantir shares in Q2 2026, an estimated $240K.
Palantir made up 0.07% of XML Financial's portfolio in Q2 2026, its #186 holding.
XML Financial first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
XML Financial's Palantir position peaked at $1.53M in Q1 2026.
2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.